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Top 3 financial advisor firms in Deer Park

3 SEC-registered financial advisor firms are headquartered in Deer Park, IL, with $985M in combined regulatory assets under management. The largest by assets are Essex ($649M), Woodfield Financial Advisors ($230M) and Financial Design Studio ($106M).

3
Financial advisor firms
$985M
Their combined AUM
$230M
Median firm AUM
1,137
Clients of the top 3

The 3 largest by assets

  1. 1
    Essex

    RIA

    $649M

  2. 2
    Woodfield Financial Advisors

    RIA

    $230M

  3. 3
    Financial Design Studio

    RIA

    $106M

Profiles of the top 3

No. 1 · RIA

Essex

Essex is an investment adviser based in Deer Park, IL, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $649 million, as filed on 29 January 2026.

Essex charges 1.00%–1.75% a year for its Portfolio management service.

Regulatory AUM
$649M
Clients
608
Advisory staff
7
Founded
1997
Fee schedule
1.00% to 1.75% a year
Custodians
Charles Schwab
Headquarters
21805 Field Parkway, Suite 340, Deer Park, IL 60010
Phone
847-777-7800
Website
essexllc.com

No. 2 · RIA

Woodfield Financial Advisors

Woodfield Financial Advisors is an investment adviser based in Deer Park, IL, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $230 million, as filed on 24 February 2026.

Woodfield Financial Advisors charges 0.50%–1.00% a year for its Investment Advisory Agreement.

Regulatory AUM
$230M
Clients
395
Advisory staff
3
Fee schedule
0.50% to 1.00% a year
Headquarters
21660 W. Field Pkwy Suite 290, Deer Park, IL 60010
Phone
847-726-9600
Website
woodfieldfa.com

No. 3 · RIA

Financial Design Studio

Financial Design Studio is an investment adviser based in Deer Park, IL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $106 million, as filed on 16 July 2026.

Financial Design Studio charges 0.60%–1.25% a year for its Investment Management Services.

Regulatory AUM
$106M
Clients
134
Advisory staff
3
Fee schedule
0.60% to 1.25% a year
Minimum account
$875,000
Custodians
Charles Schwab
Headquarters
21660 West Field Parkway, Suite 118, Deer Park, IL 60010
Phone
847-238-8050
Website
financialdesignstudio.com

Questions about financial advisors in Deer Park

How many financial advisor firms are headquartered in Deer Park?

3 SEC-registered financial advisor firms report their principal office in Deer Park, IL, managing $985M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Deer Park?

Essex, with $649M in regulatory assets under management on its latest Form ADV. The next largest are Woodfield Financial Advisors ($230M) and Financial Design Studio ($106M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Deer Park?

The median firm manages $230M in regulatory assets. That is the midpoint of the 3 firms headquartered in Deer Park.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Deer Park charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Deer Park?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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